Monday Sales CRM
Fully customizable CRM built on the monday.com Work OS
From $30/mo
What is Monday Sales CRM?
Monday Sales CRM is built on the monday.com Work OS platform, giving it an inherent advantage over traditional CRMs: every piece of CRM data lives in the same place as project tasks, marketing calendars, and operational workflows. For organizations already using monday.com, adding the Sales CRM product creates a unified business platform without switching tools.
The CRM is fully customizable — columns, boards, pipelines, and automations can all be tailored without code. AI features include email composition assistance, activity summarization, and deal insight generation. The platform handles contact management, lead tracking, deal pipelines, email integration, activity logging, and revenue forecasting. Where Monday Sales CRM differs from traditional CRMs is flexibility — it works as a CRM, but also as a project tracker, account management tool, and client portal simultaneously. The main limitation is depth: compared to Salesforce or HubSpot's native CRM, some sales-specific features (like advanced lead scoring or predictive analytics) are less developed.
Key Features
- Customizable Deal Pipeline
- Contact & Account Management
- Email Integration (Gmail, Outlook)
- Activity Logging & Timeline
- AI Email Composer
- Revenue Forecasting
- Automation Builder (no code)
- monday.com Work OS Integration
- Custom Dashboards
- 250+ App Integrations
Pros & Cons
Pros
- Fully customizable — adapt the CRM to any sales process without code
- Seamlessly integrates CRM with project and operations workflows
- Intuitive visual interface — low learning curve
- Strong automation builder for follow-ups and task creation
Cons
- Less sales-specific depth than dedicated CRMs like Salesforce or Pipedrive
- No free plan for CRM (monday.com free plan excludes CRM features)
- Reporting less advanced than enterprise CRMs
- Minimum 3 seats on paid plans
Pricing
Model: Subscription (per seat, minimum 3)
| Plan | Price | Key Limits |
|---|---|---|
| Basic | $30/user/mo | Unlimited contacts, 5GB storage, mobile app |
| Standard | $42/user/mo | Email integration, merge duplicates, activity log |
| Pro | $72/user/mo | Automations, forecasting, email tracking |
| Enterprise | Custom | Custom reporting, advanced security, dedicated CSM |
Frequently Asked Questions
- Is Monday Sales CRM a full CRM?
- Monday Sales CRM covers the core CRM functions: contact management, deal pipelines, email sync, and reporting. It is less deep than Salesforce on features like lead scoring, forecasting accuracy, and enterprise customization. It is best positioned as a strong mid-market CRM for teams already on the monday.com platform.
- Does Monday CRM include email marketing?
- No. Monday Sales CRM includes email sync and tracked individual emails from within the CRM, but not email marketing broadcasts or automation sequences. For email marketing, monday.com integrates with tools like Mailchimp or ActiveCampaign.
- Does Monday.com have an affiliate program?
- Yes. monday.com offers an affiliate program through Impact, paying a commission per new paid account referred. Commission rates vary by plan and region.